iA CONNECTED

To help you better understand the self-service transactions you can perform in the Advisor Centre, we have created a new tab named Digital Guide, which lists all the changes you can make to your current insurance applications and policies.   

At iA, equipping our advisors to effectively support their clients throughout the claims process is at the heart of what we do.

With iA, you have access to Transition critical illness insurance, the most flexible coverage on the market, to support your clients throughout their lives.

It is with much enthusiasm and pride that we announce the appointment of Sharon B. Smith as Chief Underwriter and Claims Risk Officer within the Underwriting, New Business and Claims team.

Good news! The functionality to add pre-authorized debit (PAD)—already available in EVO Savings and My Client Space for clients—is now also available in the iA Mobile app.

By opening an RESP online, or with an advisor, by October 31, 2025, your clients will be automatically entered in the contest. 

Your part is simple: let them know! 

A recent article on www.conseiller.ca explores this topic and offers valuable insights on how to earn the trust of potential clients who believe that an advisor’s services are unnecessary and costly.  

Starting today, you can view new underwriting events in the Business Tracker!

The year 2025 began with the return of Donald Trump as President of the United States, accompanied by a resolutely protectionist trade policy...

By using our digital tools to their fullest, you'll have more time to focus on what really matters: your role as an advisor and the development of your business.